See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,402 | $114,381+7.0% | $107,525+13.8% | $142,382-14.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.79% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,445 | $4,015-39.1% | $3,754-34.9% | $4,299-43.1% |
| Participant deferral / active EE | $5,934 | $5,564+6.7% | $5,116+16.0% | $6,507-8.8% |
| Admin fee / account holder | $9,995 | $9,860+1.4% | $8,919+12.1% | $12,624-20.8% |